Michael Wilson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Avantax, as well as ownership of Wilson Accounting Group, which provides accounting and payroll services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing model portfolios and customized strategies across various investment approaches.

David Walsh is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Edelstein is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he is also involved in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Chelsea Blake is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, she worked at Stitch Fix and has been involved with Starz In Step Dance Academy. She also has experience with Campbell University and North Lincoln High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its extensive platform and proprietary research, tailoring plans to clients’ goals and risk tolerances.

Johnathan Alkire is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with families to provide meaningful financial planning. He emphasizes listening and understanding clients' needs first, offering a wide range of strategies to create value for them. Johnathan's professional experience spans over a decade in the financial services industry. He has held various roles at Fidelity Investments since 2012, progressing from Financial Representative to his current leadership position. Prior to that, he worked at John Hancock as an Internal Business Consultant and at Merrill Lynch as a Financial Solutions Advisor and Licensed Trader. Details about his education, credentials, personal interests, and community involvement were not provided.

Russell Mansfield is a CFP® professional with 39 years of experience, currently serving at RBC Capital Markets in Charlotte, NC. His career includes prior roles at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the boards of the East Mecklenburg High School Alumni Foundation and the Counseling Center of Charlotte, and he is involved with the Providence Baptist Church Endowment Fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers.

Jason Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining Cambridge in 2010, he worked at Gunnallen Financial, Inc. and Raymond James Financial Services, Inc. He is also the owner of Baker Wealth Management, an independent practice. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management options across multiple platforms and maintains proprietary model strategies through Founders Gate Capital.

Raymond Watson is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 credential and 25 years of industry experience. He has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2002. Outside of advising, he operates an e-commerce business called This Baseball Mom, which sells baseball-themed items for mothers, and manages his son’s baseball team, the Carolina Wolverines. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Adam Ward is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Bank of America N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies constructed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Guo Aiken is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 designations and having 18 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary strategies supported by technology tools for operational and research support.

Lawrence Gillum is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held roles at Raymond James and Associates, Newport Group Securities, Inc., and Nuveen Fund Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Alan Robinson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Wells Fargo, Credit Suisse, and First Citizens Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Michael Anderson is a Series 66-licensed financial advisor with Morgan Stanley, based in Charlotte, NC, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Anderson is the sole proprietor of Anderson Timber Farm LLC, an agricultural property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Casey Deck is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Koch Financial Services. His background includes roles outside finance at Crumbl Cookies and Buckhorn Springs Golf and Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

John Ryan Jr. is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Ic Advisory Services Inc and The Investment Center Inc and has operated Ryan Hess Morais Financial Advisors, Inc. since 1998. He serves on the board of the Tryon Garden Club and is active in local governance and nonprofit activities in Hendersonville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional solutions supported by technology tools and a broad network of over 22,800 advisors.

Peter Dunican is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at The Vanguard Group, UL LLC, and Eisenmann Corporation. Outside of finance, he has work history in event rentals and hospitality-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools.

Bryan Midura is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes two years at Prudential Equity Group, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Meghann Coyle is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Planning Consultant before her current role. Prior to joining Fidelity, Meghann worked as a Financial Advisor at Equitable Advisors in 2020. In her current role, Meghann focuses on tailoring financial plans to help clients build lasting stability by understanding their unique needs and goals. She collaborates with clients to implement strategies that align with their priorities and is dedicated to educating and guiding them toward smart financial decisions. Meghann holds an Arkansas Insurance License. Outside of her professional work, she has interests in fitness, golf, playing musical instruments, snowboarding, traveling, and volunteering.

Wesley Munn is a Financial Consultant currently working with Fidelity Investments since 2026. He has held various roles within Fidelity Investments, including Planning Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to his tenure at Fidelity, Wesley served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2023 and began as a Financial Solutions Advisor Intern at Merrill Lynch in 2021. In his role as a Financial Consultant, Wesley collaborates with clients to develop financial plans that align with their individual goals and aspirations. He focuses on providing resources and personalized support to assist clients in preparing for future life events. Outside of his professional work, Wesley has interests in baseball, boating, fishing, football, and golf.

Robert Tinsley is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association, and spent nine years at Citigroup Global Markets prior to that. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services centered on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.